Everything you need to know about Pie's upcoming commission statement change.
Current State: All policies for each agency are listed on their commission statement, regardless of current commission activity. This means that even policies reflected with $0.00 commission paid are included on the statement.
Future State: Only policies with current commission activity will be listed on commission statements, and agencies without any current commission activity will no longer receive a statement in that month.
QUICK FACTS:
Questions? Contact the Pie Service Support Team at 833-202-5070 or service@pieinsurance.com.
Starting in January 2026, we're simplifying commission statements to show only active policies. Policies without commission activity in the statement month will be omitted from the commission statement. Additionally, statements will no longer be created or delivered to agencies without commission activity in that month. The statement format will remain.
This change aligns with industry standard practices used by most carriers, streamlining the statement creation process for Pie and enhancing the legibility of statement for agents. The statements will no longer have extra lines or pages listed with $0.00 paid commission, allowing agents to easily identify which policies they are currently being paid on.
This will go into effect on the January 2026 statements, delivered to the agency in February 2026.
No. This only applies to statements going forward from January 2026. All previously issued statements remain unchanged.
Yes. This applies to both workers' compensation and commercial auto.
Agencies with commission activity will receive a lighter statement via email, reflecting only the policy transactions with commission activity in the statement month. Policies that do not have any commission activity in the statement month will be omitted.
For example, if you previously received a 4-page statement with 100 policies, but only 30 had commission activity, you’ll now receive a 2-page statement with only those 30 policies.
Important: Agencies with no commission activity in the statement month will not receive a statement or email notification.
Agencies will still receive an emailed statement if there is an outstanding balance owed to Pie.
First, confirm if there were any policies effective or with premium-bearing policy activity in the statement month. If there were not, no statement was created. If there was activity, verify the email notification was not filtered through your email hosting software as junk/spam. If you still cannot locate it, reach out to the Pie Service Support Team for assistance.
An outstanding balance is any amount your agency owes to Pie from previous months, such as unpaid chargebacks or debit balances. If you have an outstanding balance, you'll receive a statement via email even if there's no new commission activity that month.
This is considered commission activity and would be reflected on the statement.
Yes. While monthly statements will only show current commission activity, you can access your complete policy book of business on the Pie Partner Portal.
Policies can be reviewed on the Pie Partner Portal. Historic commission data is reflected on prior commission statements. Submit a request to the Pie Service Support Team if copies of prior commission statements are needed.
No. If anything, the process should be easier with fewer transactions to review.
There is no impact on year-end tax reporting or 1099 forms.
The statement month is the month in which your commissions were earned. Statements are delivered the following month. For example, commission activity from January 1-31, 2026 will appear on your "January statement," which you'll receive in February 2026.
Commission activity is any premium-bearing policy transaction that results in money paid to or owed by the agency in that month. This includes earning new commissions, receiving adjustments, or owing chargebacks.
Commission activity includes, but is not limited to:
Notable Exclusions (typically NOT considered commission activity):
Since Pie is changing the internal commission statement generation process, all agencies will receive the new statement format and will not be able to opt out of this change. Agencies may still request their preferred statement type (either Excel or PDF).
Please contact the Pie Service Support team at 833-202-5070 or service@pieinsurance.com.
